Take Control

Understanding & Avoiding Plan Failure Risk

Use our Prioritizer to identify a primary objective

Health & Wealth Have Converged

Health and retirement benefits represent a significant business cost. Up to this point, each has been addressed separately. This approach has failed, and has led to reactive decision-making. The result for many employers is that all objectives are pursued, but none are achieved – we call this plan failure risk.

The Past

Siloed

Reactive

Cost-Based

Driven By External Events

The Future

Holistic

Strategic

Value-Based

Objectives Driven

Managing Plan Failure Risk

Plan failure risk is the risk that both the plan sponsor and participants will fail to meet their retirement objectives. We believe the key to managing this risk is a coordinated benefits strategy. Prioritizing a primary objective is the first step. Plan sponsors need to consider the following questions:

Why they offer a benefits program

What they are able to spend on it

What they hope to accomplish

Use our Prioritizer to determine a strategic action plan

Take Control

Prioritize

Identify a primary objective and determine a strategic action plan

Take Control

Strategize

Use our Prioritizer to identify a primary objective
and discover actions that can be taken today